Send a prepared investor update to the right recipients
Move an approved update from a pipeline milestone to a prepared email campaign with less manual coordination.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Bulk Email
Sends the same template-based email to multiple recipients.
Why this helps
A finished investor update can sit unsent while the founder assembles recipients and opens another campaign tool.
- Sends bulk email to multiple recipients using a template.
- Connects a defined Affinity milestone to an approved communication step.
- Keeps recipient selection and template choice explicit in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, specify the Affinity milestone, approved recipient criteria, selected Dripcel template, and require review of the final recipient list before sending.
- 4Choose a webhook trigger, then choose where run reports should go.
- 5Test with one real approved recipient and review the result.
Questions about this workflow
Does the action send custom email content directly?
The listed action sends bulk email using a template. Confirm that the selected template and recipient list are the intended ones.
Can it infer who should receive an investor update?
Only if you provide a clear recipient rule and the required Affinity information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dripcel. A trigger fires from one place; an action lands in another.
Affinity triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Delete a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contacts in Bulk
Creates up to 100,000 new contacts in bulk; existing contacts are not updated.
Get Dripcel Campaigns
List campaigns and their statuses.
Get current credit balance
Retrieve the current credit balance for your organization.
Delete Tag
Deletes a tag and removes it from every contact and campaign using it.
Get Deliveries
Retrieve SMS and email delivery records.
Get email templates
List email templates in your account.
Get sales
Retrieve sales data for reporting or analysis.
Connect any two apps with Notis in the middle.
Affinity and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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